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Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
31 Dec ‘23
IBCP icon
226
Independent Bank Corp
IBCP
$850M
3 +1 +50% 47.2%
BBN icon
227
BlackRock Taxable Municipal Bond Trust
BBN
$984M
3 +1 +50% 2.03%
BRW
228
Saba Capital Income & Opportunities Fund
BRW
$335M
3 +1 +50% 14.5%
KOP icon
229
Koppers
KOP
$857M
3 +1 +50% 11.5%
ENOV icon
230
Enovis
ENOV
$1.42B
3 +1 +50% 55.9%
PRG icon
231
PROG Holdings
PRG
$1.64B
3 +1 +50% 33.4%
DCRE icon
232
DoubleLine Commercial Real Estate Debt ETF
DCRE
$459M
3 +1 +50% 1.24%
MFUS icon
233
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$304M
3 +1 +50% 60.4%
IVOV icon
234
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.37B
3 +1 +50% 33.5%
GSSC icon
235
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.1B
3 +1 +50% 45.8%
FET icon
236
Forum Energy Technologies
FET
$932M
3 +1 +50% 274%
AVGE icon
237
Avantis All Equity Markets ETF
AVGE
$1.15B
3 +1 +50% 57.3%
XERS icon
238
Xeris Biopharma Holdings
XERS
$1.55B
3 +1 +50% 261%
LCNB icon
239
LCNB Corp
LCNB
$281M
3 +1 +50% 24.9%
EIM
240
Eaton Vance Municipal Bond Fund
EIM
$497M
3 +1 +50% 4.54%
AFYA icon
241
Afya
AFYA
$1.26B
3 +1 +50% 37.3%
WIP icon
242
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$474M
3 +1 +50% 5.87%
VTWV icon
243
Vanguard Russell 2000 Value ETF
VTWV
$1.37B
3 +1 +50% 45.9%
LAW icon
244
CS Disco
LAW
$280M
3 +1 +50% 43.2%
TRNS icon
245
Transcat
TRNS
$915M
3 +1 +50% 10.6%
JSCP icon
246
JPMorgan Short Duration Core Plus ETF
JSCP
$1.76B
3 +1 +50% 0.75%
WEST icon
247
Westrock Coffee
WEST
$807M
3 +1 +50% 19%
KMPR icon
248
Kemper
KMPR
$1.56B
3 +1 +50% 45.5%
FRPH icon
249
FRP Holdings
FRPH
$425M
3 +1 +50% 29.5%
AMTB icon
250
Amerant Bancorp
AMTB
$1.15B
3 +1 +50% 19.3%
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